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Will defense stocks in the U.S. soar against the trend? Bernstein: Trump's return to the White House may provide a boost.
① Analysts from Wall Street investment bank Bernstein claim that Trump's return to the White House could lead to a counter-trend rise in usa defense stocks; ② Analyst Douglas Harned believes that Trump's statements on nuclear deterrence, missile defense, and enhancing space capabilities will be bullish for defense contractors; ③ Although the new government departments may cut spending, Harned believes this is still uncertain, and increased export demand is a positive factor.
Express News | Chongqing Zonsen Power Machinery: The Market Supervision Administration has decided not to prohibit the acquisition of shares in Loncin Motor by Zonsen's new intelligent manufacturing.
Trump is about to return to the White House, and Bernstein is bullish on U.S. defense stocks against the trend.
Investors have reason to be optimistic about the stocks of usa defense contractors.